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Charitable Remainder Annuity Trust
(A Stable Dose of Fixed Income)



How it works

You transfer cash, securities or other appreciated property into a trust.

The trust makes fixed annual payments to you or to anyone you name.

When the trust ends, the principal passes to Exeter.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.

  • You pay no capital gains tax on any appreciated assets you donate.

  • You or your designated income beneficiaries receive stable, predictable income for life or a term of years.

  • You can have the satisfaction of making a significant gift that benefits you now and Exeter later.


For more information

Email us, complete the personal illustration form, or call us at (603) 777-3667 so that we can assist you through every step of the process.





Chris Wronsky
Director of Planned Giving
Phillips Exeter Academy
20 Main Street
Exeter, NH 03833
(603) 777-3594 Fax (603) 777-4201